In This Article:

Visual Editor Font and Element Options

In This Article:

Recent software enhancements are in red.

This section covers all element options for Activities and Messages, including fonts to be used in email blasts and text elements, and the different elements that can be added to email blasts and activity forms to design the kind of advocacy and fundraising forms you want to display to your supporters.

Fonts

The following fonts can be used in the Visual Editor:

Arial

Cabin Sketch

Cardo

Comic Sans MS

Courier New

Droid Sans

Georgia

Josefin Sans

Josefin Slab

Lobster

Lucida Sans

Oleo Script

Open Sans

Poiret One

Roboto

Tahoma

Times New Roman

Trebuchet MS

Verdana

Volkorn

Elements

Following are the Elements available in Salsa Engage and information about what types of editing options are available for each.

Note: you will see only a subset of these for any given Message or Activity.

Add to Calendar - If applied to an Event or Peer to Peer Event, this will give visitors to those pages the option to click and automatically add the event to their calendars.

Designations - Designations are unique to the Form Field Element in Fundraising forms. If you use Salsa CRM, the information that supporters enter into the Salsa Engage Fundraising form will be pushed down to Salsa CRM. It's important to keep in mind that a Designation made by a supporter on the fundraising form is different from the Fund that you used on The Basic tab. Fund on The Basics tab is specifically tied to an account in your accounting software. The designation, in contrast, is not necessarily tied to a Fund. Your organization determines what the Fund will be when you fill out The Basics tab, but the donor chooses the Designation on the fundraising form. The Fund may be something like "Operations Fund", whereas the Designation may be something like "blankets for kennels" or "winter jackets for homeless". Note, to force donors to choose a designation, you have to check the Required check-box and select None as the default value when you configure the Designation field.

Dedications - Dedications are unique to the Form Field Element in Fundraising forms. If you use Salsa CRM, the information that supporters enter into the Salsa Engage Fundraising form will be pushed down to Salsa CRM.

Divider - Apply a divider to any row here. To change the color, click on the Design tab to see options.

Donate Button - This element appears as part of the Form element of the Fundraising activity. Choose a prominent location for the donate button or include one above and below the fold. Enables supporters to donate instead of registering. Event registrants may also make additional donations, but they would do so during checkout. Like standard buttons, you can edit the look and feel.

Donation Amounts - Contains controls to enable you to set the following: what payment options appear, payment amounts; whether the donation should be a One Time Gift, Recurring Gift, or both; whether users can enter their own amount; and how often recurring gifts will be collected. Also enables you to choose button styles and design.

How should donation options be displayed?

What giving options will donors have on this form?

What donation amounts will you suggest?

Let users enter different amounts?

For recurring gifts, how often will donations be collected?

What donation amounts for recurring gifts will you suggest?

EventDates - Pre-populated with Start Date, Start Time, and End Time Merge Fields. Enables you to add dates to your Event Activity form.

Edit - font, style, and justification

Pre-populated with applicable merge fields

Follow - Encourage supporters to follow your organization on social.

Use the Networks tab to select the social channels that you want to include. The URLs that you entered via Settings > Social Media Pages will be entered by default. (Click here for details about adding default social media URLs.) If you want to use different social URLs, you will need to enter the alternative URL. Note, users will have to already be logged in for the links to work on some social channels. This tab also enables you to edit alignment, font, style, justification.

Use the Design tab to edit icon size, color, orientation, and alignment.

Form - Enables you to create an embedded, single page form into which supporters can enter their information. You can add additional fields, such as Dedications and Designations (where applicable), by dropping Form Field elements into the Form or Multi-step Form element. If you want an embedded form with multiple, embedded steps, see Form Field below. Note, the Form element and Multi-step Form element cannot be used at the same time. So, if you drag the Multi-step Form element onto the page, the Form and Multi-step Form elements will both be grayed out in the Elements chooser. Alternately, you can use the Step control to add additional steps to some forms. (Note, some forms do not have this option.) The difference between adding additional steps to a Form and using the Form Field element is that the steps you add to a Form element will be blank by default but the steps of the Multi-step Form element are pre-populated. This Element contains the following controls:

Header

Email Address

First Name

Last Name

Address, line 1

Address, line 2

City

State

Zip Code

Receive update?

Button

Form Field - This Element can be dropped into only a Form or Multi-step Form Element. It enables you to add fields to Form or Multi-step Form elements. Drag and drop the Form Field element to where you want it to appear in the Form or Multi-step Form element. When you place the form Field element, the Select Field dialog box will open. Choose the type of element that you want to include. Elements include the list below and Custom Fields that you have added. Note, to see the Parameter name for any field, view it in Edit mode. Edit mode open when you first add the Form Field or click the edit pencil icon for a Form Field.This Element contains the following controls:

Custom Fields shared with Salsa CRM

Active Consent (GDPR)

Address, Lines 1, 2, and 3

Phone, Home, Work, and Cell

City

State

Confirmation checkbox

Date of Birth

Designation

Donation Dedication

Email Address

Name, First, Middle, and Last

Gender

Increase donation amount to cover processing fees

Make Donation Recurring!

Please keep me informed? (If checked, this subscribes supporter as an 'opted-in' condition. Unchecked submissions will never unsubscribe a supporter that is already opted-in. Only Manage Subscription can do that.)

Please notify the following person(s) that a donation has been made

Preferred Language

Suffix

Timezone

Title

Zip Code

Fundraiser Search - Optionally apply a fundraiser search button on the Event form which allows visitors to search for a Fundraiser/team by typing in a Fundraiser's name.

Fundraiser Login Button - Add this button to enable supporters to log in from the event page rather than just their own fundraising page or wherever else you decide to put the login.

Goal Tracker - The Goal Tracker provides a graphical display of the progress that is being made toward the goal that you defined in Setup. If you did not enable the Goal Tracker on the Setup tab, you'll still be able to place it on your form, but it will not show up in the published form. Enable this Element on the activity Setup tab by selecting "Yes" for "Will this event have an event-level fundraising goal in addition to fundraiser/team goals?". Then, drag and drop this control into your Event, Fundraiser, and/or Team form so that your supporters can see how things are going.

HTML - Enter your own HTML code, including <style>, tags if you'd like. You can also wrap text around images. However, images cannot be inserted from the Asset Library into an HTML element. That can only be done from a completely custom HTML Email.In addition, use this element to embed YouTube videos into your form. Click here for directions if you want to embed a YouTube video. This feature does not support scripts.

Image - Use this element to apply images. It enables you to upload from the Asset Library or your computer. Image element aspect ratios can be locked so you can maintain the image as Portrait or Landscape. To lock an image, click on the Lock icon in the top left corner of the element. When an image aspect ratio is locked, you will be prompted to crop a new image to match, if needed. To unlock the image, click the Lock icon again.Click here for an overview about adding images to and editing images in Salsa Engage. Click here to view an article on image best practices.

Leaderboard - Optionally apply a Leaderboard to display on the Event form. It will show Top Teams and Top Fundraisers' names and amounts raised as well as profile pictures.

Logo - Choose the logo element to paste the organization's logo into a row. To update an existing logo or apply a new one, go to Settings > Switch to > Look and Feel.

Supports Merge Fields - To add merge fields, click the pencil icon, and then click the person icon to the top right of the window. The Add merge fields window will open.

Map - This element is available only on Events and Peer to Peer Events forms, and it automatically renders based on the location that was entered during the Setup step.

Multi-step Form - Enables you to create an embedded, multi-step form into which supporters can enter their information. For example, you can have a Fundraising activity that contains three embedded steps: Donation Amount, Your Info, Payment Info. Once you place a Multi-step Form element, you'll see the Step controls, which enable you to toggle between steps and add additional steps. You can add additional fields by dropping Form Field elements into the Multi-field Form element. You can edit the buttons and text of a Multi-step Form just like you would any content in the Visual Editor. Note, the Multi-step Form element and Form element cannot be used at the same time. So, if you drag the Form element onto the page, the Form and Multi-step Form elements will both be grayed out in the Elements picker. This Element contains several, individual, default controls and Form Elements:

Header

Steps navigation

Make donation recurring?

Donation amount

Increase donation amount to cover fees?

Button

Header

Email Address

First Name

Last Name

Address, line 1

Address, line 2

City

State

Zip Code

Receive update?

Button

Payment block

OrgInfo - If you want to add one or two places where you can insert your organization's contact data. You'll notice these are all merge fields. Remove any you don't want, or click and drag to reorder them to your liking.

This element is like a Text Element but it is pre-populated with organization information merge fields. To add different or additional merge fields, click the pencil icon, and then click the person icon to the top right of the window. The Add merge fields window will open.

Payment Block - This element appears as part of the Form element of the Fundraising activity. It contains the fields into which supporters enter their credit card number, security code, card expiration date, and name on the card. Its location on the form can be changed, but it cannot be otherwise edited.

Only the container can be modified.

Register Button - Choose a prominent location for the register button or include one both above and below the fold. Like standard buttons, you can edit the look and feel. In addition to the Register button, you can also add a donate button.

Click the person icon to the top right of the window. The Add merge fields window will open.

Add images in-line with text. To add an image inside the text element...

Click the pencil icon.

Place your cursor where you want the image to be placed.

Select the Image icon.

Select the image to add to the text.

Set the details on the right side that manage the size of the image, the image alignment, and the horizontal or vertical space around the image as a buffer between the text and the image.

Remember to Save your content.

Tracker - Enables you to track how many supporters have signed your petition. It features the following options:

How many signatures do you need to collect - This is the total number of signatures that you want to collect. The percent complete number is relative to the number you enter here.

We'll let you know when you hit certain milestones. How often would you like to be notified of your progress? - This feature works by percentage. For example, if you select 10%, you'll be notified when your petition is 10% complete and every time an additional 10% is completed. (In other words, you be notified when your petition is 10%, 20%, 30%, etc., completed.)

How would you like your goal tracker to be displayed on the petition page? - You can choose a horizontal or vertical orientation.

Web View Link - Enables you to include a link that users can click if to see a Salsa Labs hosted web version of your email. This is useful when supporters' email clients are blocking images in your email.